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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $995M | -$366M | -27% | 12.4% | 28.5% | 224 | 47.77% | 1 |
|
| 1252 |
1252
1ST Source Bank
South Bend,
Indiana
| $994M | -$341M | -26% | 23.6% | 88.7% | 235 | 10.64% | 5.1 |
|
| 1253 |
1253
Cannae Holdings
Las Vegas,
Nevada
| $993M | – | – | 26.2% | 88.5% | 1 | – | 0 |
|
| 1254 |
CEP
1254
Chicago Equity Partners
Chicago,
Illinois
| $993M | -$751M | -43% | 20.8% | 34.8% | 951 | 42.27% | 1.5 |
|
| 1255 |
1255
Jay A. Fishman Ltd
Troy,
Michigan
| $992M | +$412M | +71% | 20.4% | 119% | 96 | 15.63% | 4 |
|
| 1256 |
1256
SQN Investors
Menlo Park,
California
| $991M | -$92.9M | -9% | 5.29% | – | 18 | 27.78% | 0.9 |
|
| 1257 |
1257
IFP Advisors
Tampa,
Florida
| $991M | -$339M | -26% | 15.1% | 80.6% | 3,409 | 21.82% | 2.2 |
|
| 1258 |
1258
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $991M | -$367M | -27% | 25.4% | 85.4% | 30 | 13.33% | 4.6 |
|
| 1259 |
1259
GW Henssler & Associates
Kennesaw,
Georgia
| $987M | -$222M | -18% | 15.5% | 71.7% | 214 | 16.82% | 2.9 |
|
| 1260 |
1260
Eagle Global Advisors
Houston,
Texas
| $987M | -$990M | -50% | 27.4% | 106% | 226 | 23.45% | 3.9 |
|
| 1261 |
1261
Castle Hook Partners
New York
| $985M | -$8.87B | -90% | 9.22% | 1,120% | 59 | 81.36% | 0.4 |
|
| 1262 |
1262
Rockland Trust
Hanover,
Massachusetts
| $982M | -$232M | -19% | 17.9% | 61.5% | 279 | 17.56% | 3.5 |
|
| 1263 |
1263
Tributary Capital Management
Omaha,
Nebraska
| $980M | -$450M | -31% | 23.4% | 82.6% | 217 | 15.67% | 3.2 |
|
| 1264 |
1264
Oak Ridge Investments
Chicago,
Illinois
| $977M | -$386M | -28% | 13.5% | 223% | 191 | 22.51% | 2.5 |
|
| 1265 |
1265
Neumeier Poma Investment Counsel
Carmel,
California
| $971M | -$334M | -26% | 25.2% | 228% | 44 | 13.64% | 2.7 |
|
| 1266 |
1266
Luminus Management
Houston,
Texas
| $968M | -$1.43B | -60% | 35% | 8.7% | 142 | 63.38% | 0.9 |
|
| 1267 |
1267
Salem Investment Counselors
Winston Salem,
North Carolina
| $967M | -$242M | -20% | 17.7% | 181% | 735 | 9.39% | 1.8 |
|
| 1268 |
1268
James Investment Research
Alpha,
Ohio
| $966M | -$468M | -33% | 14% | 110% | 565 | 25.49% | 3.5 |
|
| 1269 |
EC
1269
EMS Capital
New York
| $965M | -$267M | -22% | 8.44% | 228% | 31 | 25.81% | 2.4 |
|
| 1270 |
1270
Valiant Capital Management
San Francisco,
California
| $963M | +$105M | +12% | 5.51% | 348% | 25 | 52% | 1.3 |
|
| 1271 |
1271
Lombard Odier Asset Management (USA)
New York
| $963M | -$156M | -14% | 14.3% | 96.8% | 298 | 64.09% | 0.5 |
|
| 1272 |
1272
Moneta Group Investment Advisors
St Louis,
Missouri
| $961M | -$231M | -19% | 23.1% | 71.1% | 306 | 34.64% | 2.9 |
|
| 1273 |
1273
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $961M | -$216M | -18% | 21.5% | 83.7% | 224 | 21.88% | 4 |
|
| 1274 |
1274
AdvicePeriod
Los Angeles,
California
| $960M | -$185M | -16% | 18.9% | 31.5% | 93 | 6.45% | 1.7 |
|
| 1275 |
CCM
1275
CAAS Capital Management
New York
| $958M | – | – | 22.9% | 11% | 227 | – | 0 |
|